+500.7%
HUT vs VLTO
+56.3%
+444.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.5% |
| 7D | -10.9% | +1.6% | -12.6% | -11.5% |
| 30D | -32.6% | +22.0% | -54.6% | -38.2% |
| 3M | -33.7% | +21.9% | -55.6% | -39.3% |
| 6M | -42.3% | +36.5% | -78.9% | -52.1% |
| YTD | +23.6% | +19.0% | +4.6% | +13.5% |
| 1Y | +20.4% | +21.0% | -0.6% | +8.0% |
| 3Y | +423.2% | +69.9% | +353.3% | +231.9% |
| All | +500.7% | +56.3% | +444.4% | +349.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling